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TOP 30 Financial services for individuals in Sandwich, MA
11 results found
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Allstate Personal Financial Representative: Steven Prendergast
Allstate Personal Financial Representative Steven Prendergast is a trusted finance and insurance agency located at 135 Massachusetts 6A in Sandwich, Massachusetts, United States. With a commitment to helping individuals and families achieve their financial goals, Steven Prendergast offers personalized financial planning services and insurance solutions tailored to each client's unique needs. Whether you are looking to secure your future with life insurance, protect your assets with homeowners insurance, or plan for retirement, Steven Prendergast is dedicated to providing expert guidance and support every step of the way. Contact Allstate Personal Financial Representative Steven Prendergast today to start building a secure financial future.
Comprehensive Strategies Wealth Management - Ameriprise Financial Services, LLC
Comprehensive Strategies Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 90 Massachusetts 6A in Sandwich, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution focuses on helping clients achieve their financial goals, whether it be retirement, education, or a major purchase like a second home. They provide regular meetings to review progress, update strategies as life changes, and track progress towards goals securely online. Ameriprise financial advisors are registered in certain U.S. states and provide initial consultations to discuss financial planning concepts. The institution cannot guarantee future financial results but is dedicated to helping clients achieve their goals. They prioritize privacy and security, and clients agree to be bound by their website rules and regulations. Additionally, clients can refer friends or family members to the institution for assistance in achieving their financial goals.
Nick Vantine Company
Nick Vantine Company is a reputable finance institution located at 8 Merchants Road in Sandwich, Massachusetts, United States. With a strong focus on providing top-quality financial services to individuals and businesses, Nick Vantine Company is known for its expertise in investment management, financial planning, and wealth preservation. The team of experienced professionals at this institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, portfolio management, or estate planning services, Nick Vantine Company is committed to providing personalized solutions tailored to your specific needs. Visit them today to experience the difference in financial management.
David Malila
David Malila is a reputable accounting and finance institution located at 71 Massachusetts 6A in Sandwich, Massachusetts. With a strong focus on providing top-notch financial services, David Malila is dedicated to helping individuals and businesses manage their finances effectively. Their team of experienced professionals offers a wide range of accounting services, including tax preparation, bookkeeping, and financial planning. Whether you are looking for assistance with personal finances or need help with your business accounting, David Malila is committed to providing expert guidance and support. Visit their location in Sandwich, Massachusetts to learn more about how they can help you achieve your financial goals.
Robert P. (Bob) Roy
Robert P. (Bob) Roy is a reputable finance institution located at 90 Massachusetts 6A in Sandwich, Massachusetts. With a strong focus on providing top-notch financial services to individuals and businesses, Robert P. Roy is known for its expertise, reliability, and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Robert P. Roy is dedicated to providing personalized solutions tailored to your specific needs. Trust Robert P. Roy to guide you towards financial success and security.
Hachey Tax Prep
Hachey Tax Prep is a reputable accounting and finance institution located at 298 Massachusetts 130 in Sandwich, Massachusetts, United States. With a team of experienced professionals, they specialize in providing top-notch tax preparation services for individuals and businesses. Whether you need assistance with filing your personal taxes or require comprehensive financial planning for your company, Hachey Tax Prep is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and efficient, they are committed to providing excellent service to their clients.
H&R Block
H&R Block is a well-known accounting and finance institution located at 331 Cotuit Road in Sandwich, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit their office in Sandwich today to get started on achieving your financial goals.
Greenberg Betty
Greenberg Betty is a reputable accounting and finance institution located at 153 Quaker Meetinghouse Road in Sandwich, Massachusetts. With a focus on providing top-notch financial services to individuals and businesses, Greenberg Betty is known for their expertise in tax preparation, financial planning, and investment management. Their team of dedicated professionals is committed to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with tax filing or investment strategies, Greenberg Betty is the go-to institution for all your accounting and finance needs.
Maureen Munro,CPA
Maureen Munro, CPA is a trusted accounting and finance institution located at 18 School Street in Sandwich, Massachusetts, United States. Specializing in accounting, payroll, and bookkeeping support, Maureen Munro, CPA is dedicated to providing top-notch services to clients. As a Certified Public Accountant, Maureen Munro has represented clients in IRS audits, staying up-to-date on tax laws to effectively assist with tax filings. With a focus on developing strategies for both business and individual clients, Maureen Munro works tirelessly to address the most pressing financial issues. Whether you need assistance with accounting, payroll, bookkeeping, or tax preparation, Maureen Munro, CPA is ready to help.
RogersGray
RogersGray is a trusted insurance agency located at 299 Cotuit Road in Sandwich, Massachusetts, United States. With a commitment to providing top-notch insurance solutions for individuals and businesses, RogersGray offers a wide range of insurance products and services to meet the unique needs of their clients. Their team of experienced professionals is dedicated to delivering personalized and comprehensive insurance solutions to ensure peace of mind and financial protection. Whether you are looking for home, auto, business, or life insurance, RogersGray is your go-to agency for all your insurance needs. Visit them today to learn more about their services and how they can help you protect what matters most.
Almeida & Carlson Insurance
Almeida & Carlson Insurance is a local, family-owned insurance agency located at 79 Davis Straits in Falmouth, Massachusetts. Our dedicated staff of insurance professionals is known for their friendly service and positive approach to finding the right insurance solutions for our customers. With over 45 years of experience serving Sandwich, Falmouth, Plymouth, and surrounding towns, we pride ourselves on providing professional guidance and advice to secure the best insurance protection at competitive prices. As a multiple lines insurance agency, we represent a carefully selected group of financially sound insurance companies to ensure the best possible premiums and service for our clients. Our highly trained staff works with individuals and businesses throughout Southeastern Massachusetts and Cape Cod to manage their insurance programs and address any gaps in coverage. At Almeida & Carlson Insurance, we understand the importance of selecting the proper insurance coverage and are committed to providing the service our clients have come to expect. We are an active member of several Chambers of Commerce, further demonstrating our dedication to our local community.
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